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Porter’s Daily Journal
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All researchWhy there’s likely no escaping a wave of corporate defaults at this point (from Michael A. Arouet via X on September 24)…
Read articleNearly half of student loan borrowers expect to go delinquent when payments resume next month (from Joe Consorti via X on August 28)…
Read articleConsumer spending appears to have weakened significantly in August (from Bob Elliot via X on September 6)…
Read articleWage growth isn’t falling for high earners, which could explain some of the unexpected resilience in consumer spending this year (from Liz Ann Sonders via X on September 8)…
Read articleData suggest many households started running into financial trouble this summer (from Liz Ann Sonders via X on September 12)..
Read articleStudent loan repayments could create a $100 billion hit to consumer spending (from The Wall Street Journal on September 16)…
Read articleDefault rates on credit card debt from small lenders are already higher than prior crisis peaks (from Game of Trades via X on September 21)…
Read articleCredit card losses are rising at the fastest pace since 2009 (from CNBC on September 22)…
Read articleHere’s a fantastic “deep dive” interview into the commercial real estate (CRE) market, which includes office, multifamily housing (apartments), hotels, data centers, malls, and more (from Blockworks Forward Guidance on August 30)…
Read articleBillionaire investor Dean Adler shares a video masterclass on navigating real estate investment cycles (from The Duke of Dirt via X on September 4)…
Read articleAmerica’s banks are facing a real estate “doom loop” (from The Wall Street Journal on September 6)…
Read articleThese cities are most at risk of a short-term rental meltdown (from Statista on September 6)…
Read articleMortgage rates are surging again (from The Kobeissi Letter on September 7)…
Read articleSoaring rates have “paralyzed” the mortgage market (from Lisa Abramowicz via X on September 7)…
Read articleHome prices are now falling at one of the fastest rates in history (from Game of Trades via X on September 23)…
Read articleA handful of hedge-fund special situations that are still actionable today (from Dalius – Special Situation Investments on September 16)…
Read articleJason Wild – Executive Chairman of U.S. cannabis firm Terrascend (TSNDF) – appears to be bullish on the company’s stock (from Todd Harrison via X on September 19)…
Read articleAn Advance Auto Parts insider just made a big purchase of the company’s stock (from Barron’s on September 22)…
Read articleThree recent spinoffs that are potentially undervalued today (from Barchart on September 24)…
Read articleSubtitling and dubbing provider Zoo Digital could see shares rise significantly if the ongoing Hollywood strikes are resolved (from ToffCap via X on September 25)…
Read articleSilver appears to be working on a massive, long-term bullish breakout (from Northstar via X on September 8)…
Read articleThis is where the next gold cycle could end (from Ronnie Stoeferle via X on September 19)…
Read articleThe world’s largest silver producer just reported its sharpest production decline in years (from Otavio Costa via X on September 22)…
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